Phillips 66
PSX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001534701
In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,108 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).
13F holders, Q3 2023
Institutional positions in Phillips 66 as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,663
- +142 vs. Q2 2023
- Shares held
- 320.6M
- −2.53M (−0.8%) vs. Q2 2023
- Total value
- $38.5B
- +$7.72B (+25.1%) vs. Q2 2023
- New holders
- 215
- 564 more added
- Sold out
- 73
- 597 more reduced
20 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 15,914 | $1.91M | 0.02% | −6,986−30.5% | Reduced |
| Ingalls & Snyder LLC | 15,970 | $1.92M | 0.09% | −382−2.3% | Reduced |
| Sowell Financial Services LLC | 15,969 | $1.92M | 0.12% | +4,694+41.6% | Added |
| Pinnacle Wealth Management, LLC | 15,992 | $1.92M | 2.33% | −456−2.8% | Reduced |
| TBH Global Asset Management, LLC | 16,315 | $1.96M | 0.38% | −257−1.6% | Reduced |
| Curbstone Financial Management Corp | 16,322 | $1.96M | 0.49% | −300−1.8% | Reduced |
| Telemus Capital, LLC | 16,423 | $1.97M | 0.18% | −1,475−8.2% | Reduced |
| apricus wealth, LLC | 17,865 | $1.98M | 1.73% | −150−0.8% | Reduced |
| Independent Financial Group, LLC | 16,574 | $1.99M | 0.13% | +4,640+38.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 16,601 | $1.99M | 0.59% | −1,631−8.9% | Reduced |
| Moser Wealth Advisors, LLC | 16,615 | $2.00M | 1.40% | +9+0.1% | Added |
| Northside Capital Management, LLC | 16,725 | $2.01M | 0.46% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 16,734 | $2.01M | 2.13% | −586−3.4% | Reduced |
| Snowden Capital Advisors LLC | 16,743 | $2.01M | 0.09% | −530−3.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,970 | $2.04M | 0.24% | +16,970 | New |
| Cornercap Investment Counsel Inc | 17,239 | $2.07M | 0.38% | −1,607−8.5% | Reduced |
| Americana Partners, LLC | 17,475 | $2.08M | 0.23% | +1,226+7.5% | Added |
| Community Bank, N.A. | 17,437 | $2.10M | 0.29% | −124−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,438 | $2.10M | 0.04% | −661−3.7% | Reduced |
| Cobblestone Capital Advisors LLC | 17,566 | $2.11M | 0.16% | +12+0.1% | Added |
| Fernwood Investment Management, LLC | 17,580 | $2.11M | 0.76% | +100+0.6% | Added |
| Equitable Trust Co | 17,612 | $2.12M | 0.17% | +1,998+12.8% | Added |
| HB Wealth Management, LLC | 17,683 | $2.12M | 0.03% | +490+2.8% | Added |
| Carret Asset Management, LLC | 17,688 | $2.13M | 0.30% | −20−0.1% | Reduced |
| Mather Group, LLC. | 17,690 | $2.13M | 0.04% | −1,209−6.4% | Reduced |
| Horizon Investment Services, LLC | 17,721 | $2.13M | 1.28% | +1,547+9.6% | Added |
| Azzad Asset Management Inc | 17,746 | $2.13M | 0.30% | +406+2.3% | Added |
| Clifford Swan Investment Counsel LLC | 17,748 | $2.13M | 0.09% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 17,750 | $2.13M | 0.14% | 00.0% | Unchanged |
| Auxier Asset Management | 17,787 | $2.14M | 0.36% | −25−0.1% | Reduced |
| VisionPoint Advisory Group, LLC | 17,938 | $2.16M | 0.92% | +349+2.0% | Added |
| Duality Advisers, LP | 17,980 | $2.16M | 0.26% | +17,980 | New |
| NJ State Employees Deferred Compensation Plan | 18,300 | $2.20M | 0.33% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 18,423 | $2.21M | 0.11% | −1,573−7.9% | Reduced |
| Cercano Management LLC | 18,500 | $2.22M | 0.08% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 18,539 | $2.23M | 0.85% | −304−1.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 18,580 | $2.23M | 1.33% | +814+4.6% | Added |
| CIBC World Markets Inc. | 18,636 | $2.24M | 0.01% | −252−1.3% | Reduced |
| HBK Sorce Advisory LLC | 18,692 | $2.25M | 0.10% | −1,681−8.3% | Reduced |
| Vontobel Holding Ltd. | 18,692 | $2.25M | 0.02% | +662+3.7% | Added |
| Bartlett & Co. Wealth Management LLC | 18,708 | $2.25M | 0.04% | −34−0.2% | Reduced |
| Bartlett & Co. LLC | 18,708 | $2.25M | 0.04% | −34−0.2% | Reduced |
| Intrust Bank NA | 18,813 | $2.26M | 0.29% | +375+2.0% | Added |
| Norinchukin Bank, The | 18,845 | $2.26M | 0.05% | −31,602−62.6% | Reduced |
| Shelton Capital Management | 19,075 | $2.29M | 0.08% | −1,597−7.7% | Reduced |
| Aquatic Capital Management LLC | 19,200 | $2.31M | 0.10% | +11,700+156.0% | Added |
| Tokio Marine Asset Management Co Ltd | 19,233 | $2.31M | 0.15% | +200+1.1% | Added |
| Sonora Investment Management Group, LLC | 19,279 | $2.32M | 0.20% | +791+4.3% | Added |
| Cunning Capital Partners, LP | 19,750 | $2.37M | 1.56% | +19,750 | Added |
| Argonautica Private Wealth Management, Inc | 19,770 | $2.38M | 1.07% | +190+1.0% | Added |
| FDx Advisors, Inc. | 19,779 | $2.38M | 0.20% | +1,815+10.1% | Added |
| Gladstone Institutional Advisory LLC | 19,911 | $2.39M | 0.15% | +283+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 19,917 | $2.39M | 0.09% | −1,556−7.2% | Reduced |
| Financial Engines Advisors L.L.C. | 19,983 | $2.40M | 0.01% | +19,983 | New |
| Patten & Patten Inc | 20,142 | $2.42M | 0.21% | −740−3.5% | Reduced |
| Financial Counselors Inc | 20,314 | $2.44M | 0.05% | +3,214+18.8% | Added |
| Advisor Partners II, LLC | 20,331 | $2.44M | 0.10% | +956+4.9% | Added |
| Icon Wealth Partners, LLC | 20,360 | $2.45M | 0.28% | +7,075+53.3% | Added |
| QRG Capital Management, Inc. | 20,420 | $2.45M | 0.04% | +20,420 | New |
| Somerset Trust Co | 20,422 | $2.45M | 1.12% | +337+1.7% | Added |
| Empirical Finance, LLC | 20,471 | $2.46M | 0.18% | +1,628+8.6% | Added |
| MAI Capital Management | 20,503 | $2.46M | 0.04% | −1,210−5.6% | Reduced |
| Hartford Financial Management Inc. | 20,503 | $2.46M | 0.63% | −90−0.4% | Reduced |
| Vident Advisory, LLC | 20,576 | $2.47M | 0.08% | +20,576 | New |
| City Holding Co | 20,636 | $2.48M | 0.44% | −373−1.8% | Reduced |
| Lincoln National Corp | 20,796 | $2.50M | 0.05% | +3,249+18.5% | Added |
| Regions Financial Corp | 20,851 | $2.51M | 0.02% | −1,633−7.3% | Reduced |
| Cheviot Value Management, LLC | 20,869 | $2.51M | 0.56% | −53−0.3% | Reduced |
| First Nebraska Trust Co | 20,870 | $2.51M | 0.31% | −255−1.2% | Reduced |
| PFW Advisors LLC | 20,879 | $2.51M | 0.89% | 00.0% | Unchanged |
| XML Financial, LLC | 20,965 | $2.52M | 0.30% | −355−1.7% | Reduced |
| Synovus Financial Corp | 21,032 | $2.53M | 0.03% | −454−2.1% | Reduced |
| Neville Rodie & Shaw Inc | 21,097 | $2.54M | 0.23% | −75−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 21,366 | $2.57M | 0.02% | −971−4.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 21,392 | $2.57M | 0.04% | −702−3.2% | Reduced |
| Brookstone Capital Management | 22,397 | $2.58M | 0.06% | −2,807−11.1% | Reduced |
| CWM, LLC | 21,585 | $2.59M | 0.02% | +1,657+8.3% | Added |
| Bessemer Group Inc | 21,621 | $2.60M | 0.01% | −1,631−7.0% | Reduced |
| Convergence Investment Partners, LLC | 21,652 | $2.60M | 1.54% | +2,288+11.8% | Added |
| Monument Capital Management | 21,676 | $2.60M | 0.87% | +21,676 | New |
| Clearbridge Investments, LLC | 21,680 | $2.60M | 0.00% | −3,477−13.8% | Reduced |
| Wedbush Securities Inc | 21,736 | $2.61M | 0.13% | −1,013−4.5% | Reduced |
| Dark Forest Capital Management LP | 21,748 | $2.61M | 0.22% | +14,467+198.7% | Added |
| NorthCrest Asset Manangement, LLC | 21,983 | $2.64M | 0.11% | −321−1.4% | Reduced |
| Becker Capital Management Inc | 22,035 | $2.65M | 0.11% | −105−0.5% | Reduced |
| Demars Financial Group, LLC | 22,059 | $2.65M | 1.52% | −2,379−9.7% | Reduced |
| Strategic Investment Solutions, Inc. | 23,638 | $2.65M | 0.03% | +23,268+6,288.6% | Added |
| Stratos Wealth Partners, LTD. | 22,124 | $2.66M | 0.06% | +318+1.5% | Added |
| Miracle Mile Advisors, LLC | 22,603 | $2.72M | 0.08% | +300+1.3% | Added |
| Strategic Wealth Partners, Ltd. | 22,696 | $2.73M | 0.36% | +791+3.6% | Added |
| Zacks Investment Management | 22,736 | $2.73M | 0.04% | −609−2.6% | Reduced |
| Argyle Capital Management Inc. | 22,996 | $2.76M | 1.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 23,108 | $2.78M | 0.07% | +10,016+76.5% | Added |
| Cardinal Capital Management | 23,235 | $2.79M | 0.57% | +544+2.4% | Added |
| Richard Bernstein Advisors LLC | 23,474 | $2.82M | 0.06% | +23,474 | New |
| Hancock Whitney Corp | 23,603 | $2.84M | 0.12% | +858+3.8% | Added |
| DCM Advisors, LLC | 23,808 | $2.86M | 1.29% | −186−0.8% | Reduced |
| New Mexico Educational Retirement Board | 23,828 | $2.86M | 0.12% | +1,200+5.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 23,830 | $2.86M | 2.44% | +3,758+18.7% | Added |
| Metis Global Partners, LLC | 23,871 | $2.87M | 0.14% | +1,921+8.8% | Added |